Estates and Trusts

Dynasty Trusts Offer Tax and Nontax Advantages

Apr 05 2018
three generations of family smiling on beach

Dynasty Trusts – Preserving Your Wealth For Multiple Generations You should consider a Dynasty Trust as part of your estate plan if you want to: Provide for your children and their descendants by keeping your wealth in the bloodline Protect …

Posted in Estates and Trusts, Legal Watch

4 Key Benefits of a Revocable Trust

Mar 15 2018
family of four smiling outside

These four key benefits of a revocable trust might make it the right solution to meet your estate planning goals. People often assume that a Last Will and Testament (“Will”) is the most effective estate planning tool for passing on …

Posted in Estates and Trusts, Legal Watch

It’s Official…Federal Tax Reform!

Dec 27 2017
types of taxes graphic

Wondering How Tax Reform Will Affect You or Your Business? Tax reform is here. President Trump signed the “Tax Cuts and Jobs Act” into law on December 22, 2017. The new law will affect millions of Americans in one way …

Posted in Business Succession Planning, Corporate, Estates and Trusts, Legal Watch

Chuck Hadad Will Teach Estate Planning Techniques For Younger Clients

Dec 20 2017
couple walking dog in park

Chuck Hadad, Chair of the Estates and Trusts Practice, will share his expertise in working with younger clients to develop an estate plan that meets their specific needs. As part of the Pennsylvania Bar Institute’s continuing education program, Estate Planning …

Posted in Continuing Legal Education Seminars, Estates and Trusts, Events

Chuck Hadad Will Instruct NBI Course on Probate

Dec 01 2017
man signing contract

Chuck Hadad, Chair of the Estates and Trusts Group, will instruct the National Business Institute’s continuing education program, The Probate Process From Start to Finish on December 20, 2017, at the Crowne Plaza Pittsburgh South. This seminar offers continuing education …

Posted in Continuing Legal Education Seminars, Estates and Trusts, Events

Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts

Sep 18 2017
family on dock over ocean at sunset

Chuck Hadad, Chair of the Estates and Trusts Group, will instruct the Pennsylvania Bar Institute’s continuing legal education program, Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts on October 16, 2017, at the PBI Professional Development Conference Center in …

Posted in Continuing Legal Education Seminars, Estates and Trusts, Events

Chuck Hadad Will Teach The Complete Trust Course

Sep 13 2017
older couple meeting with attorney

Chuck Hadad, Chair of the Estates and Trusts Group, will instruct Halfmoon Education’s continuing education program, The Complete Trust Course on October 24, 2017, at the Crowne Plaza Pittsburgh – Greentree. This seminar offers continuing education credits to accountants, attorneys, …

Posted in Continuing Legal Education Seminars, Estates and Trusts, Events

Building an Estate Planning Team

May 01 2017
young people in professional attire smiling in meeting

The estate planning process can be complicated, even daunting. Developing a comprehensive plan will most often require the service of a hand-picked and fine-tuned team of professionals to assist and advise you in the analysis of your financial situation and …

Posted in Estates and Trusts, Legal Watch

Estate Planning: Beyond the Basics

Apr 24 2017
family walking down street

Chuck Hadad, Chair of the Estates and Trusts Group, has been selected as a panelist for the Pennsylvania Bar Institute’s continuing legal education program, Estate Planning: Beyond the Basics.  Participants will earn 5.00 hours of substantive credits and 1 hour of ethics credit. The program …

Posted in Continuing Legal Education Seminars, Estates and Trusts, Events

The Ultimate Guide to Wills and Trusts

Mar 01 2017
family sitting in grass under trees

Charles Hadad, Chair of the Estates and Trusts Group at The Lynch Law Group, has been selected by the National Business Institute as a member of the faculty for the continuing legal education seminar, The Ultimate Guide to Wills and …

Posted in Continuing Legal Education Seminars, Estates and Trusts, Events